CSAT and NPS Surveys for Your Atera Service Desk
Live in minutes
70+ Integrations
No extra tools for most setups
Up and running in under 10 minutes
Connect
Authenticate your Atera account in Simplesat and select the email templates for your surveys.
Configure
Embed a one-click survey in Atera's closure emails, attributed to the right ticket and client.
See results
Ratings sync to Simplesat dashboards and to Atera contact records and ticket custom fields.
Integrating Simplesat with
Atera
Why Atera teams choose Simplesat
Atera equips your technicians. Simplesat adds the feedback layer that flows into records.
Surveys built for response
One-click CSAT, NPS, and 5-star surveys in Atera's closure emails - branded, frictionless.
Scores land where your team works
Every rating syncs to the Atera contact record and ticket custom fields.
Reporting that proves your value
Dashboards break performance down by client and team. Export for QBRs or reviews.
Everything the integration does
From surveys in Atera's emails to scores written back to contact records, the integration keeps feedback where your service desk runs.
Every survey response arrives enriched with ticket, conversation, or case context like ID, subject, priority, assignee, requester, and custom fields. Analyze satisfaction data using the attributes already tracked in your support platform, without manual tagging.
Each contact's record carries their latest CSAT, NPS, and sentiment, visible to anyone who opens it and usable in any segment, view, or automation you build on top.
All related feedback information syncs to custom fields in your helpdesk, accessible directly where the data can be made useful.
What you need
Atera
plan:
All Atera plans (MSP and IT department)
Simplesat plan:
Standard or higher
Permissions:
Atera admin to edit notification templates
Setup time:
Under 10 minutes
Atera is an all-in-one RMM and PSA platform for MSPs and IT departments, combining remote monitoring, ticketing, patch management, and billing in a single per-technician subscription. It serves thousands of MSPs and IT teams across its plan tiers.
The Simplesat integration embeds one-click CSAT, NPS, and 5-star surveys in Atera's ticket-closure emails, with ticket and client attributed to each response. Scores sync to Atera contact records and custom fields and feed Simplesat dashboards.
Works with your whole stack
Frequently asked questions
Do my agents need a Simplesat login?
No. Customer ratings land right on the ticket in your helpdesk, so agents see their feedback without logging into Simplesat at all. Only the people who build surveys, dashboards, and reports - your admins and managers - need a seat.
Can negative feedback automatically create a follow-up ticket and alert the right people?
Yes. When negative feedback arrives, Simplesat can create a follow-up ticket in your helpdesk, alert the right manager and agent instantly, and tag the original ticket, so service recovery starts in minutes.
Can I delay surveys until an issue is really resolved, and prevent over-surveying?
Yes. Set a delay so surveys send only after the conversation is truly resolved, matched to your reopen window. Suppression rules stop anyone from being surveyed too often, and you can exclude topics, inboxes, or tags entirely.
Can customers answer with one click in the email?
Yes. The first click in the email records the rating instantly, even if the customer never opens the follow-up page. Anything they add after that, comments or extra answers, enriches the same response.
How is Simplesat different from my helpdesk's built-in CSAT?
Built-in CSAT gives you a score. Simplesat gives you the full picture: follow-up questions with conditional logic, segmentation by team and brand, trend reporting, AI topic detection, and automated routing when scores drop. The result is higher-quality, more actionable feedback.
Can customers leave reviews on Google or Trustpilot?
Yes. Thank-you pages can invite customers to share their experience on Google, Trustpilot, or another review site you choose. You control which surveys include the invitation and how it's presented.
How does feedback data sync with my helpdesk?
Automatically. Ratings and comments post back to the ticket, as comments, tags, or custom fields, depending on your helpdesk. That means agents see feedback right where they work, and your existing reporting stays intact.That means agents see feedback right where they work, your existing reporting stays intact. Every response links back to its original ticket.
Can I send survey data to tools outside my helpdesk?
Yes. Simplesat pushes feedback to 100+ tools automatically: CRMs like Salesforce and HubSpot, BI platforms like Power BI, spreadsheets like Google Sheets, and communication tools like Slack. No exports, no manual work.
